Nvidia Part III: The Dawn of the AI Era (2022-2023)

6075.68 - 6103.003 David Rosenthal

This is something we touched on in our last episode, but has really crystallized for me in doing this one. NVIDIA thinks of themselves as, and I believe is, a platform company, especially this week after the blowout earnings and everything that happened this quarter and the stock and whatnot, sort of a popular take out there that you've been seeing a lot is, oh, we've seen this movie before.